Send Bored Jun away and let him do it with peace of mind. When will the fans of Youtube exceed 10 million, and you will be rewarded with a house in the Third Ring Road.

"Didi and Meituan are starting to fight again?" Chen Feng smiled after reading the research report: "It's finally the turn of electric cars this time?"

"The average daily order volume of Hello motorcycles is about 4 million, while the daily order volume of Didi and Meituan is about 3 million,000,000, respectively."

Li Nanjun said: "Not to mention Didi Meituan, it was founded in 2016. In the battle of shared bicycles, it surrounded and grew from low-tier cities and became the last survivor. Behind it is Ant Financial."

"This battle is the defender."

Chen Feng Pinkou Tea has ridden shared electric bicycles on the market, mostly designed for assistive design. The appearance is similar to that of ordinary shared bicycles, and there is a battery under the seat cushion. The motor provides support during riding and reduces riding resistance.

Remember that this kind of car was not allowed in first- and second-tier cities back then?

"Shared electric motorcycles were originally a battlefield for small players. After more than three years of market changes, only a few survivors were left. But with the relaxation of policies and environmentally friendly and green travel, this market has really become hot this year."

"After all, the business logic is clearly visible, the use of high frequency and the average customer price is high. Compared with shared bicycles, the revenue growth brought by the launch of shared electric bicycles is higher than the cost growth."

"I have checked the internal data of the industry. If the production and operation and maintenance costs are calculated based on three-year depreciation, the cost of shared electric motorcycles is about four times that of shared bicycles every year."

"Of course, the price is about twice that of a bicycle: the starting price is 1.5 yuan/30 minutes, and the electric bicycle is 2 yuan/20 minutes. If the monthly card is more price difference, the monthly bicycle card is 25 yuan unlimited cycling, which helps the monthly electric bicycle card 84.9 yuan, 4 times a day before 30 minutes are free."

Chen Feng looked at the specific data. Whether it was manufacturing or operating costs, electric motorcycles were twice as ordinary, which was indeed a more expensive business.

"Due to faster speeds, less labor-saving riding, and less deployment scale, the frequency of shared electric bicycles is currently much higher than that of shared bicycles."

Li Nanjun analyzed: "A data from Ningbo Transportation Department shows that at the end of last year, the use of shared electric motorcycles in the city was more than 25 times that of bicycles. The average average is used once a day, while shared electric motorcycles are used on average 3.4 times a day."

Chen Feng's eyes lit up, no wonder even the giants were ready to move.

According to this data prediction, shared bicycles are a loss, but electric bicycles are really likely to make profits!

"Hello insiders revealed that its motorcycle business has made a profit, but this profit calculation does not deduct the cost of producing and putting new cars at one time, but instead allocates the procurement cost by time."

"When shared bicycles emerged in 2016, both Mobike and ofo, the leading companies, called them good businesses that were stable and profitable. However, with the large amount of capital entering, large amount of investment in cars and large amounts of subsidies, both companies were burdened with billions of debts."

“As for now…”

Chen Feng didn't speak, and shared electric motorcycles faced similar situations. In a market environment without sufficient competition, it was proved to be a sustainable business.

But now more players and more resources have poured in...

Another money-burning war!

Of course, the three players have different strategies. Hello is more concerned about profit margins and emphasizes refined operations. Didi Meituan focuses more on scale, as long as it remains on the break-even line.

The more this kind of industry comes, the more refined management is tested. See why Mobike survived and ofo died?

"According to the line report, Didi's two-wheeled vehicle has been the department with the most recruitment expansion in the past few months. Cheng Wei's requirement is to occupy 40% of the market share and achieve 50% of the market size in three years."

"Mituan Lao Wang is also going to overtake, and he shouted that no matter how many cities there are, he would increase his investment."

Li Nanjun smiled and said: "Although the lessons of shared bicycles have made practitioners understand that the way to burn money to change scale is unsustainable, this trick still works for giants to quickly expand the market."

Nonsense, do you still care about this if the market value of 100 billion US dollars?

There is no compromise in the battle between giants, only life and death!

Send Li Nanjun away, Chen Feng is interested in studying industry reports and predict who can laugh to the end?

After all, Hello on the operation and maintenance side is an old player. Last year, he started paying salary to the operation and maintenance masters based on the number of items. And Didi Meituan has basic salary plus commission.

The cost of piecework is high, and the advantage is that it can fully mobilize the enthusiasm of the master and improve the operation efficiency of the vehicle. However, it will also increase the workload and accelerate the loss of operation and maintenance masters.

The user side must still burn money and subsidies. Meituan is even more ruthless and directly shouted out the slogan of winning the first place in the industry in a hundred days!

Most of the models have pedals and large seat cushions?

Are you sure you will not encounter a dimensional thunder attack in the future?

You can also understand Lao Wang’s anxiety. For giants, electric bicycles have ecological improvement and strategic significance.

Didi’s layout of electric motorcycles is a defense against the penetration of two-wheeled travel platforms to four-wheeled vehicles. Now, online car-hailing and short-distance two-wheeled users have a large number of overlaps, with a degree of up to 90%.

The reason why the demand for online car-hailing is reduced is that part of it is diverted by two-wheeled vehicles.

This is a battle that cannot be defeated.

It is very natural for Hello to expand from two to four wheels. Now its overall number of users is almost on the same level as Didi, and it is also providing taxi services through the aggregation platform.

If two rounds are lost, it will have a huge impact on Didi’s online ride-hailing business!

What Meituan wants is traffic, so as to create its super application. The bicycle mini program stops operating and can only use Meituan application to scan the code to ride.

Last month, the platform construction was directly strengthened, and the two rounds of business units under the platform were adjusted to the Meituan platform, which was a complete strategic adjustment.

The final key to competition lies in the amount of investment allowed by local governments.

From discouragement three years ago to the relaxation of last year, electric motorcycles have been officially legalized. The attitudes of the first and second tiers are very ambiguous, but the third tiers are hungry.

Especially small cities can only accommodate one or two shared electric motorcycle brands. If the amount exceeds the price, one is that the government does not allow it, and the other is that it is difficult to make a profit.

To put it bluntly, it is a blitzkrieg that sees who is faster!

Needless to say, it is still the old routine: the so-called joint venture is to find enterprises with government resources or funds to cooperate in cities where the platform cannot access it. The platform and partner share the share.

The franchise is that the partner has government resources but does not want to invest money. The platform and partner 3:7 share the share.

As long as the protection fee is in place, anything can be discussed.

Thinking of this, I am more optimistic about Hello and Didi. After all, I am an old travel business and I am familiar with the transportation department.

Shared electric bicycles appear almost at the same time as shared bicycles, but the situations of the two are very different. Shared bicycles have attracted the attention of capital and soon enter the endless burning of money, like the brilliant fireworks, and instantly return to peace.

There is no acceleration of capital for shared electric motorcycles, and the industry has always been profit-first. It will slowly penetrate, but instead have a better future.

So there is not much time left for the giants!
Chapter completed!